Fidelity Investments Mutual Fund Family Data Pages

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Performance
12-31-17

Total ReturnCategory Average
Total Return 8.2 1.5 7.1 20.0 ---
Category Average 7.0 -0.2 6.7 18.2 2.2
Assets for Each Yr* 1,260.0 1,263.5 1,304.3 1,669.9 1,669.9
*billions

Trailing Returns %
12-31-17

  YTD 3 Year 5 Year    
Fund Family 20.00 9.27 11.54

Key Stats
12-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,669,927 $2,500 4.2 95.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.6 50.95 0.79 Below Avg
International Stock 3.4 11.47 1.09 Average
Municipal Bond 3.4 1.97 0.63 Below Avg
Taxable Bond 3.7 16.39 0.69 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
21 24 34
9 5 9
1 14 4
Asset Allocation %
Cash 5.3
Stocks 68.4
Bonds 24.6
Other 1.8
Annual Turnover % 44
% Assets in Top 10 10.4
 
Sector Breakdown (% of stocks) 
Sensitive 40.2
Communication Services 2.4
Energy 4.8
Industrials 9.8
Technology 23.2
Cyclical 37.3
Basic Materials 4.2
Consumer Cyclical 12.7
Financial Services 17.7
Real Estate 2.9
Defensive 22.3
Consumer Defensives 7.1
Healthcare 13.3
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 01-16-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 4.11 1.74
  Facebook Inc A* Technology 1.09 1.48
  Amazon.com Inc* Consumer Cyclical 11.58 1.27
  Alphabet Inc A* Technology 7.34 1.17
  Microsoft Corp* Technology 3.29 1.14
  Alphabet Inc C* Technology 7.20 0.86
  UnitedHealth Group Inc* Healthcare 5.64 0.74
  JPMorgan Chase & Co* Financial Services 5.51 0.71
  Visa Inc Class A* Financial Services 5.59 0.64
  Amgen Inc* Healthcare 6.69 0.61
  Bank of America Corporation* Financial Services 5.83 0.61
  Wells Fargo & Co* Financial Services 3.02 0.59
  NVIDIA Corp* Technology 13.75 0.55
  Citigroup Inc* Financial Services 3.63 0.52
  Salesforce.com Inc* Technology 6.51 0.46
  Johnson & Johnson* Healthcare 5.11 0.46
  Berkshire Hathaway Inc A* Financial Services 5.93 0.45
  Berkshire Hathaway Inc B* Financial Services 6.09 0.39
  Activision Blizzard Inc* Technology 8.51 0.39
  Tesla Inc* Consumer Cyclical 9.22 0.37
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Best 5-Year Relative Performance | More
01-16-18

Longest Manager Tenure | More
01-16-18

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 27
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 23
Fidelity® New Markets Income John H. Carlson 23
Fidelity® Growth Company Steven S. Wymer 21
Fidelity® Real Estate Investment Port Steve J. Buller 20

Shortest Manager Tenure | More
01-16-18

Fund Name Manager Name Average Manager Tenure
Fidelity® Select Consumer Staples Port James McElligott 0
Fidelity® Select Materials Richard Malnight 0
Fidelity® OTC Sonu Kalra 0
Fidelity® Series Canada Risteard Hogan 0
Fidelity Advisor® Consumer Discret I Katherine Shaw 1
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